Apple Divides VCSEL Chip Orders Among Three Suppliers

News Source: 

On May 3, 2023, it was reported that Apple had divided its VCSEL chip orders between three suppliers: Lumentum, II-VI, and Sony. Industry sources stated that the orders were more evenly distributed among the suppliers. VCSELs are vertical-cavity surface-emitting lasers that are used to power various features on Apple devices, including Face ID, Memoji, Animoji, and Portrait mode selfies.

Lumentum remains the largest producer of VCSELs for Apple, with 68% of the market in 2020. However, II-VI has also become a major supplier for Apple and has increased its scale by acquiring related companies such as Coherent. Together, Lumentum and II-VI hold close to 80% of the market share.

The implementation of the Face ID module in Apple’s iPhones has been a significant factor in the growth of the VCSEL market. In 2018, the mobile and consumer markets became the largest consumers of VCSELs, reaching $440 million. The VCSEL market is expected to continue to grow, reaching $1.6 billion this year and $3.9 billion by 2027. The automobile market is predicted to have the greatest growth potential, with VCSELs being used in autonomous vehicles with lidar installed.

Apple has recently awarded II-VI an additional $410 million from its Advanced Manufacturing Fund. II-VI is a leading manufacturer of optical technology, including VCSELs that power various features on Apple devices. The partnership between Apple and II-VI is expected to lead to breakthrough technologies that will benefit society for years to come.

 

TrendForce 2023 Infrared Sensing Application Market and Branding Strategies
Release: 01 January 2023
Format: PDF
Language: Traditional Chinese / English
Page: 164

If you would like to know more details , please contact:

Global Contact:
 
ShenZhen:
Grace Li
E-mail : Graceli@trendforce.com
Tel : +886-2-8978-6488 ext.916
  Perry Wang
E-mail : Perrywang@trendforce.cn
Tel : +86-755-82838931 ext.6800
Disclaimers of Warranties
1. The website does not warrant the following:
1.1 The services from the website meets your requirement;
1.2 The accuracy, completeness, or timeliness of the service;
1.3 The accuracy, reliability of conclusions drawn from using the service;
1.4 The accuracy, completeness, or timeliness, or security of any information that you download from the website
2. The services provided by the website is intended for your reference only. The website shall be not be responsible for investment decisions, damages, or other losses resulting from use of the website or the information contained therein<
Proprietary Rights
You may not reproduce, modify, create derivative works from, display, perform, publish, distribute, disseminate, broadcast or circulate to any third party, any materials contained on the services without the express prior written consent of the website or its legal owner.

Tokushima, Japan - 6 March 2024: Nichia, the world's largest LED manufacturer and inventor of the high-brightness blue and white LED, has started mass production of the new UV-B (308nm) and UV-A (330nm) LEDs in its popular 434 Series packa... READ MORE

New XLamp® S Line LEDs enhance growth, last longer, lower energy costs Horticulture and other forms of agricultural lighting require application-tuned ratios of spectral content, high efficacy and long lifetimes. Whether you are interested... READ MORE